New Edge Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

New Edge Wealth, LLC

  • $4.55 Billion
  • Q1 2024

A detailed history of New Edge Wealth, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, New Edge Wealth, LLC holds 8,777 shares of DLN stock, worth $640,545. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,777
Previous 8,710 0.77%
Holding current value
$640,545
Previous $578,000 9.52%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$65.84 - $72.19 $4,411 - $4,836
67 Added 0.77%
8,777 $633,000
Q4 2023

Jan 29, 2024
SELL
$58.89 - $66.53 $22,495 - $25,414
-382 Reduced 4.2%
8,710 $578,000
Q3 2023

Nov 08, 2023
SELL
$61.47 - $65.66 $9,650 - $10,308
-157 Reduced 1.7%
9,092 $559,000
Q2 2023

Aug 09, 2023
BUY
$60.35 - $63.6 $231,864 - $244,351
3,842 Added 71.06%
9,249 $588,000
Q1 2023

May 08, 2023
BUY
$59.37 - $64.16 $321,013 - $346,913
5,407 New
5,407 $334,000

Others Institutions Holding DLN

# of Institutions
388
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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